Administrative Assistant

Peak Trust Company•Anchorage, AK

13d•Onsite

About The Position

Join our team as a Fiduciary Assistant and play a pivotal role in maintaining Peak's reputation for excellence in fiduciary services. As a Fiduciary Assistant, you will provide crucial support to Fiduciary Officers and other team members while upholding our commitment to prompt service and expert guidance.

Requirements

Entry-level candidates are welcome.
Strong written and verbal communication skills.
Exceptional attention to detail.
Ability to work effectively in a team-oriented environment.
Eagerness to learn and adapt in a fast-paced fiduciary setting.
Demonstrated ability to exercise discretion and judgment.
Commitment to maintaining the highest ethical standards.
Genuine passion for delivering top-notch client service.

Nice To Haves

Basic understanding of trust principles is a plus.

Responsibilities

Ensure professional and timely communication, both internally and externally, through phone and email.
Maintain a high level of accuracy and timeliness in filing documents within Appx and the vault for client accounts.
Deliver accurate responses to client and attorney inquiries received via phone and email.
Facilitate the account opening process (bucket process) error-free, under the guidance of the Fiduciary Team Manager and Fiduciary Officer.
Develop a strong foundation in trust fundamentals.
Exercise sound judgment in determining when to take independent action and when to seek guidance from the Fiduciary Officer.
Foster open and respectful communication with colleagues, actively supporting the best interests of the team.
Create a safe and collaborative environment that encourages the sharing of ideas among team members.